Hey, guys. What's up?
It's Christine Seale, the highlevel queen.
And in this video,
I'm going to share with you one of my favorite new updates
from Level Up Day that has to do with the brand new Workflow Builder.
We're going to show you how to duplicate
workflows, how to do contactless workflows, and how to use the new UI.
So let's get started.
All right, guys. So during LevelUpdate,
they announced a wide range of Workflow Builder improvements
like contactless workflows, workflow duplication,
a revamped Workflow Builder UI, and the introduction of conversational AI.
Crazy, crazy stuff.
I'm going to go ahead and get right into it here.
The first thing we're going to talk about
is how to copy workflow to another location.
Now you don't have to send a snapshot
to someone just when you want to copy a workflow anymore.
You can literally do it in just a couple of clicks here.
I've got one of my test workflows here,
and I'm going to show you how to copy it very quickly to another sub account.
We're just going to go ahead and click
on the burger here, little dot, dot, dot, and we're going to say,
Copy to sub account, and just select the sub account here and click on Submit.
That's it. It's that easy now.
You don't have to do an entire snapshot anymore.
This is really exciting.
Now, some of the things that are going
to be copied are contact tags, custom fields, sub account values,
opportunity custom fields, opportunity pipelines and stages, email,
SMS, text templates, and email builder templates are coming soon.
So all the other assets or references are going to be cleared or removed
from the workflow before you copy it to the sub account.
Make sure you always, like I say, test,
test, test to make sure it's going to work right.
Okay.
And then you may be asking, Okay, if I copy or duplicate this workflow,
how do I know if someone else did it already or whatever?
The cool thing is you can go into your
workflows and you can click on Copy workflow history, and that's just going
to show you the history of copying the workflows.
Now, another thing I wanted to talk to you
guys about is the brand new Workflow Builder UI.
This is pretty amazing.
Now, all you have to do is click on Create New Workflow,
and I'm just going to show you what the new builder looks like.
This has a totally different look and feel to it, and it's a little bit more like
active campaign to me, but it definitely looks like a Workflow Builder now.
They majorly revamped this to enhance usability and performance,
and there's all kinds of cool stuff in here, like a new infinite canvas layout.
So that's exactly what it means.
You can make this as big or little as you want and zoom in and out here the bottom.
I can make it tiny, and I can just have this be massive.
Also, again, zoom out.
I already showed you that fit to screen
mini map and stats view are now in the Workflow Builder.
I just clicked on the Fit to Screen,
and since this is a brand new workflow, it only has one.
Let me show you what it looks like when I open a bigger workflow.
Here we go. This one is off the screen.
I'm going to click on Fit to Screen, and it magically solves my problem here.
Again, I can zoom in and out, or I can drag it around like this.
Pretty cool.
But also what you'll be able to see are the stats here in the Workflow Builder.
You can turn on the stats view switch to monitor each action statistics in real
time, and you can click on the step stats for a detailed view of each section.
Okay, something else that's really cool
that just came out as part of this update is updates to a brand new marketplace.
So if you go to marketplace. Gohighlevel.
Com, you will be able to see this...
This is so crazy, guys.
There's integrations in here that you can add into your high-level account,
and you can also look at workflows and stuff in here too.
You can browse it, you can search by a name,
but there's all kinds of cool stuff in here that you can do.
Actually, I'm getting ready to do a collab with these guys.
But if you want to add swag, or a gift shop or a postcard or something,
you can do that and it's fully white-labeled.
You can do... This is crazy.
You can do all kinds of stuff in here.
Whatever you want, basically.
You can add AI, you can add in Padly, WhatsApp, bots.
You can add all kinds of stuff in here.
You can also create your own.
If you click on My Apps, you can actually go ahead and create your own application.
Isn't that crazy?
The possibilities are really endless with this update for workflows.
I hope you guys enjoyed my update video, and don't forget to hit like and subscribe
so you don't miss any future videos from me.
I'll see you next time.
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